Anic Equity¶
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Total return since start: 0.557 %¶
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Equity now: -----------------------------> 47571.24 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46176.33 Kr¶
PnL: ---------------------------------------> -712.24 Kr¶
DD now: ---------------------------------> -2.177 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-19 09:36:06.002273'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -1.490000 | 3099.200000 | 128.200000 | 4.320000 | 2971.000006 |
| HEBA B | 70 | -1.740000 | 2761.500000 | 125.500000 | 4.760000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 3005.000000 | 78.000000 | 2.660000 | 2927.000000 |
| Corem Property Group B | 59 | -0.460000 | 634.840000 | 57.840000 | 10.020000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -4.580000 | 404.200000 | 49.200000 | 13.860000 | 355.000000 |
| Norva24 Group | 16 | 0.670000 | 576.000000 | 33.000000 | 6.080000 | 543.000000 |
| OEM International B | 7 | -0.120000 | 560.700000 | 32.700000 | 6.190000 | 527.999997 |
| SAAB B | 8 | -0.090000 | 3398.400000 | 21.400000 | 0.630000 | 3377.000000 |
| HMS Networks | 2 | -2.360000 | 694.400000 | 21.400000 | 3.180000 | 673.000000 |
| Boozt | 12 | -2.860000 | 1674.000000 | 20.000000 | 1.210000 | 1653.999996 |
| MedCap | 2 | -1.350000 | 440.000000 | 19.000000 | 4.510000 | 421.000000 |
| Intrum | 4 | -1.480000 | 544.600000 | 17.600000 | 3.340000 | 527.000000 |
| Eastnine | 4 | -0.160000 | 507.200000 | 16.200000 | 3.300000 | 491.000000 |
| Coor Service Management Hold. | 8 | -0.650000 | 548.000000 | 16.000000 | 3.010000 | 532.000000 |
| AcadeMedia | 12 | -1.100000 | 562.800000 | 5.800000 | 1.040000 | 557.000004 |
| Creaspac SPAC | 6 | 0.310000 | 580.800000 | 3.800000 | 0.660000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -2.800000 | 249.600000 | 3.600000 | 1.460000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.740000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| Swedbank A | 3 | -0.130000 | 566.400000 | 2.400000 | 0.430000 | 564.000000 |
| Securitas B | 6 | -0.440000 | 571.800000 | 1.800000 | 0.320000 | 570.000000 |
| Resurs Holding | 22 | -0.950000 | 573.760000 | -0.240000 | -0.040000 | 573.999998 |
| Essity B | 2 | 0.560000 | 573.400000 | -0.600000 | -0.100000 | 574.000000 |
| Handelsbanken A | 5 | 0.740000 | 545.000000 | -1.000000 | -0.180000 | 546.000000 |
| Essity A | 4 | 0.000000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| Karnov Group | 9 | 0.170000 | 529.200000 | -6.800000 | -1.270000 | 536.000004 |
| Midsona B | 63 | -0.660000 | 570.780000 | -12.220000 | -2.100000 | 582.999984 |
| CTEK | 13 | -2.560000 | 520.000000 | -14.000000 | -2.620000 | 533.999999 |
| Nordea Bank Abp | 29 | -0.290000 | 3429.540000 | -24.460000 | -0.710000 | 3453.999992 |
| International Petroleum Corp. | 5 | -1.430000 | 552.500000 | -42.070000 | -7.080000 | 594.565215 |
| Vivesto | 1368 | 0.000000 | 569.910000 | -43.090000 | -7.030000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.000000 | 3738.000000 | -112.000000 | -2.910000 | 3850.000000 |
| Axfood | 13 | -0.610000 | 3606.200000 | -149.800000 | -3.990000 | 3756.000001 |
| OX2 | 18 | -1.830000 | 1499.400000 | -164.600000 | -9.890000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.000000 | 3447.500000 | -363.500000 | -9.540000 | 3810.999990 |
| Ovzon | 52 | -1.740000 | 2932.800000 | -429.200000 | -12.770000 | 3361.999992 |
| TOTAL | 46176.330000 | -712.240000 | -2.17695% | 46888.564618 |
Updated:¶
'2023-01-19 09:36:18.602500'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
